CGDV icon

Capital Group Dividend Value ETF

673 hedge funds and large institutions have $19.7B invested in Capital Group Dividend Value ETF in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 401 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

16% more funds holding

Funds holding: 581673 (+92)

5% more call options, than puts

Call options by funds: $655K | Put options by funds: $624K

0.91% less ownership

Funds ownership: 75.72%74.81% (-0.91%)

Holders
673
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
112
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$655K
Puts
$624K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
376
Parsonex Advisory Services
Colorado
$1.82M
CCA
377
Cypress Capital Advisors
Tennessee
$1.75M
RK
378
Rather & Kittrell
Tennessee
$1.75M
SGI
379
Summit Global Investments
Utah
$1.73M
GFG
380
Goldstone Financial Group
Illinois
$1.72M
SCM
381
Saxony Capital Management
Missouri
$1.71M
WCP
382
Wealthcare Capital Partners
Pennsylvania
$1.71M
TWM
383
Trinity Wealth Management
Pennsylvania
$1.69M
CMAI
384
Capital Management Associates Inc
Minnesota
$1.67M
TWM
385
Trueblood Wealth Management
Ohio
$1.66M
BAG
386
Bridgewealth Advisory Group
California
$1.65M
DAS
387
DMKC Advisory Services
Iowa
$1.65M
PTC
388
Private Trust Company
Ohio
$1.64M
LSIA
389
LaSalle St. Investment Advisors
Illinois
$1.6M
IIWML
390
Investment Insight Wealth Management, LLC
New York
$1.6M
BAM
391
Belpointe Asset Management
Nevada
$1.58M
HFS
392
Hopwood Financial Services
Virginia
$1.58M
WA
393
Waverly Advisors
Alabama
$1.58M
VT
394
Vise Technologies
New York
$1.58M
PFA
395
Professional Financial Advisors
Nebraska
$1.57M
MCA
396
MSH Capital Advisors
Arizona
$1.57M
GS
397
GWN Securities
Florida
$1.56M
HWM
398
HB Wealth Management
Georgia
$1.56M
Citigroup
399
Citigroup
New York
$1.55M
IAG
400
Investment Advisory Group
Massachusetts
$1.54M